Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Rusty Fullings Journey - From Burnout to Balance

Rusty Fulling offers valuable advice for fostering connection and success in a remote work environment.

10 Tips to a Successful Year-End Closing

Wrap up year-end confidently in QuickBooks Online! These 10 tips help you close books smoothly, manage accounts, and prepare accurate financial reports.

4 min read LEARN MORE

2024 Product Release Review

Review the 2024 product updates, including new features like client grouping, QBO Payments integration, eSign templates, and workflow automation.

6 min read LEARN MORE

The Guide to 2025 Tax Season - Business Updates

Identify and comprehend the latest updates and changes in tax laws for the upcoming 2025 tax year.

14 min read LEARN MORE

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Canopy Features and News

Canopy Unveils Interactive Community to Help Firms Learn,...

SALT LAKE CITY – November 12, 2025 – Canopy, the leading all-in-one, AI-powered practice management platform for accounting firms, has launched a customer community to help...

11/13/25 LEARN MORE

Case Studies

Dillon Business Advisors: Building a Flexible Accounting Firm with...

11/13/25 LEARN MORE

Case Studies

From Clunky to Streamlined with REB CPA

11/13/25 LEARN MORE

Case Studies

Tavola Group Eliminates Deadline Stress with Canopy Templates

11/13/25 LEARN MORE

Blogs

We Are What We Do: 7 Shifts to Build the Firm You Actually Want

Accounting firms are in the middle of a massive shift. The tools are changing, the expectations are higher, and the old ways of working just don’t line up with the firm we want to...

11/13/25 LEARN MORE

Client Relationships

How Top Accounting Firms Onboard Clients in Half the Time

Be honest, have you ever thought, “Maybe I just won’t take new clients for a while”? Many firms have hit that wall. The one built from half-completed intake forms, missing W-2s,...

11/11/25 LEARN MORE

upcoming

Webinars

Your Best Tax Season Yet

Speaker: Learn key strategies that can flip tax season at your firm from the most stressful time of year to just another date in the calendar.

12/02/25 LEARN MORE

eBooks

Building the Firm and Life of Your Dreams

LEARN MORE

Client Relationships

Creating an Unforgettable Client Experience: The Last 10%

Why Experience Matters More Than Ever In today’s profession, accuracy and responsiveness are expected. Getting the return filed, the books reconciled, or the payroll run on time —...

11/05/25 LEARN MORE

CPE

Darren Root: The Simple Firm and the Path to Professional Freedom

In this episode of Canopy Practice Success, host KC Brothers sits down with Darren Root, CPA, author of The Simple Firm, and co-founder of Better Everyday. Together, they explore...

11/05/25 LEARN MORE

Case Studies

Adam Up Accounting: A Practice That Doesn’t Demand 60-Hour Weeks

11/04/25 LEARN MORE

Blogs

Jason Staats: Smart Intake & The Future of Client Intake

When Jason Staats calls something “the coolest example of product AI I’ve seen yet,” you know it’s good. In this demo, Jason took Canopy’s newest release, Smart Intake, for a...

10/30/25 LEARN MORE

Blogs

Engagement Letters in Accounting: What to Include, Avoid, and Automate

10/29/25 LEARN MORE

on demand

Webinars

How to Close 32% More Sales & Build a Firm Full of Your Ideal Clients

If you’ve ever felt overworked, underpaid, or frustrated by clients who don’t value your expertise, this presentation is for you. You will learn a...

10/23/25 LEARN MORE

Blogs

5 Admin Tasks AI Can Help Accounting Firms Automate

How Accounting Firms are Using AI to Save Time (and Sanity) If you run an accounting firm, you probably have a long list of tasks that eat up your team’s time. Think data entry,...

10/27/25 LEARN MORE